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Looking beyond the obvious for alliance partners
by Tony Vidler Great alliances with other businesses will enhance your marketing and brand and put you in front of more ideal prospects. There is a tendency however for everyone to go after the same sort of alliances, and it is very helpful to look beyond the obvious as there are an enormous number […]
by Tony Vidler Building a profitable practice is is the first objective for practitioners, but building a sustainable profitable practice which has significant capital value is even better isn’t it? Many good practitioners achieve the objective of building a profitable practice easily enough. After all, that is little more than keeping the sales […]
by Tony Vidler We all want to be at the point where the ideal prospects just ring in – preferably continuously. So many incoming calls from ideal prospects in fact that we have to put our fees up just to control the demand. Nirvana! Oftentimes we see senior professionals where that is […]
by Tony Vidler It is hard work perhaps but creating a strategic alliance is one of the smartest business building moves a practice can make. Perhaps it is because it is not an easy or quick thing to do that so many professional services businesses never do it, but those that do reap the […]
Innovation in Advice: Why does it have to be this way?
by Tony Vidler “Innovation” and “delivering advice” do not usually go together do they? The way advice is delivered by tens of thousands of professionals tends to gravitate to the same methodology. There is safety hiding in the herd, right? The type of advice delivered by tens of thousands of professionals tends to […]
by Tony Vidler Thinking differently would seem to be an obvious thing to do if one wanted to be different. If you wanted your advisory firm to stand out from competitors it would make sense to do something different too. So thinking differently and then be different seems to be a pretty straightforward way […]
Vision: Because your future has to start somewhere.
By Tony Vidler, CFP CLU ChFC Vision is the thing that initially drives all progress. Somebody’s view of how something can be…will be….is the catalyst for achievement of great change. Who will ever forget the power of one mans vision: “I have a dream….”? His vision of how the world could be. […]
By Tony Vidler There are notable differences between high growth professional firms and others when it comes to differentiating themselves. How they choose to express their value and stand out is actually different to the mainstream. Being different is of course the point of trying to differentiate. Undoubtedly the average or low growth firms […]
by Tony Vidler The perennial challenge in selling advice is positioning it as valuable, and we should think and talk of it as it really is: coaching. Giving advice is all about analysing the desired outcomes for clients, weighing up the possibilities, deciding on the optimal way forward and then managing the behavioural […]
Robo-Advice is real, and it is here, but there is hope for Advisers!
by Tony Vidler Apparently a high proportion of financial advisers still haven’t heard of “robo-advice”, which is pretty amazing. Of those who have heard of it a fair proportion do not believe that it will have a serious impact upon their business. That is even more amazing to me, although I can see why so […]